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Overview The Contact Portal serves two functions: allowing customers to view their account information and to self-schedule their appointments. You also have the choice to enable the online account feature while disabling online scheduling features...
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Overview There are 3 primary methods to track user's time several different ways to support different pay models.
Traditional clock-in/clock-out times
First appointment start time to last appointment finish time
Total appointment dur...
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Overview
In addition to tracking a user's regular appointment schedule, one can also create a record of company holidays, vacation time, personal appointments, or any impromptu absence from their regular schedules.
You have two opti...
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Overview
Recurring Appointments is a scheduling option which allows you to create appointments that are set to occur on a regular basis. If you need to revisit a customer every two weeks on Wednesday at 9:00 am, this would be the way to...
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Overview Services are the core of service minder scheduling system. They define how things are scheduled, workflow options as well as recurring or subscription appointment options. This article will review:
Settings and Navigation...
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Overview Service Agents are intended for any person or resource that need to be scheduled. When you schedule an appointment on your calendar, you will choose which Service Agent(s) you need for that appointment. A person who logs in to servicemin...
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Created On: 06/18/2024
in Brand Administration Overview This section contains all of your brand level configuration settings. These settings are covered in detail during the initial onboarding of the brand. Our onboarding team sets these according to the brand decisions, but they can be changed...
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Overview The End of Month/Week report is designed to calculate royalties and fees. This report gives the franchisor an aggregated view of the brand, but it also eliminates the "surprise" on a franchisee's side of what royalties are due. A brand...
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Created On: 06/18/2024
in Brand Administration
Overview As a franchisor, you need to make sure you are collect the royalties and fees due to you from your franchisees, and that you collect these royalties and fees in accordance with your Franchise Disclosure Document (FDD.) service minder h...
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Overview Moving data is sometimes something a Brand Admin can accomplish without the assistance of SM Support. Other times for large transfers of data, you may need to send a support ticket for our database team to assist. They cannot always "del...
